FinVisors
Let's make an impact
FinVisors
Let's make an impact
FinVisors
Let's make an impact
Your "quick social proof" to build trust:
Automate
Your
Accounting
Make Smarter Decisions with AI.
Our AI-powered SaaS platform eliminates manual work, predicts your cash flow, and delivers real-time financial insights.
90 /
Time Saved on Bookkeeping
10x /
Faster Month-End Close
>99% /
Accuracy in Data Entry
24/7 /
Real-Time Financial View
90 /
Time Saved on Bookkeeping
10x /
Faster Month-End Close
>99% /
Accuracy in Data Entry
24/7 /
Real-Time Financial View
Core Features
An Unfair Advantage for Your Finances
Core Features
An Unfair Advantage for Your Finances
Core Features
An Unfair Advantage for Your Finances
AI Bookkeeping
Our AI automates 90% of your manual data entry.
80
%
AI Bookkeeping
Our AI automates 90% of your manual data entry.
80
%
AI Bookkeeping
Our AI automates 90% of your manual data entry.
80
%
Predictive Forecasting
See your future cash flow with >95% accuracy.
90
%
Predictive Forecasting
See your future cash flow with >95% accuracy.
90
%
Predictive Forecasting
See your future cash flow with >95% accuracy.
90
%
Real-Time Reporting
Access your P&L and financial KPIs, 100% live.
100
%
Real-Time Reporting
Access your P&L and financial KPIs, 100% live.
100
%
Real-Time Reporting
Access your P&L and financial KPIs, 100% live.
100
%
E-commerce
Corporate website
Landing page
Blog
Social network
E-commerce
Corporate website
Landing page
Blog
Social network
How It Works
Get Started in Minutes
Connect
/
01
Securely Connect Your Data
Secure Sync:
Connect your bank accounts, ERP, and payment systems in minutes.
Data Import:
Upload existing statements or invoices to train the AI.
Set Permissions:
Control who sees what with role-based access.
/10 minutes
Connect
/
01
Securely Connect Your Data
Secure Sync:
Connect your bank accounts, ERP, and payment systems in minutes.
Data Import:
Upload existing statements or invoices to train the AI.
Set Permissions:
Control who sees what with role-based access.
/10 minutes
Connect
/
01
Securely Connect Your Data
Secure Sync:
Connect your bank accounts, ERP, and payment systems in minutes.
Data Import:
Upload existing statements or invoices to train the AI.
Set Permissions:
Control who sees what with role-based access.
/3-5 weeks/
Process
/
02
The AI Engine Gets to Work
Auto-Categorization:
Our AI learns your business rules and categorizes 99% of transactions.
Reconciliation:
Automatically matches payments to invoices and reconciles bank feeds.
Anomaly Detection:
Flags duplicate payments, unusual spending, or potential fraud.
/ Real-Time
Process
/
02
The AI Engine Gets to Work
Auto-Categorization:
Our AI learns your business rules and categorizes 99% of transactions.
Reconciliation:
Automatically matches payments to invoices and reconciles bank feeds.
Anomaly Detection:
Flags duplicate payments, unusual spending, or potential fraud.
/ Real-Time
Process
/
02
The AI Engine Gets to Work
Auto-Categorization:
Our AI learns your business rules and categorizes 99% of transactions.
Reconciliation:
Automatically matches payments to invoices and reconciles bank feeds.
Anomaly Detection:
Flags duplicate payments, unusual spending, or potential fraud.
/3-5 weeks/
Analyze
/
03
Access Real-Time Dashboards
Live P&L:
See your Profit & Loss statement, updated instantly.
Cash Flow:
Import and format content (text, images, videos).
Custom Reports:
Build and export any report you need for investors or audits.
/ 24/7
Analyze
/
03
Access Real-Time Dashboards
Live P&L:
See your Profit & Loss statement, updated instantly.
Cash Flow:
Import and format content (text, images, videos).
Custom Reports:
Build and export any report you need for investors or audits.
/ 24/7
Analyze
/
03
Access Real-Time Dashboards
Live P&L:
See your Profit & Loss statement, updated instantly.
Cash Flow:
Import and format content (text, images, videos).
Custom Reports:
Build and export any report you need for investors or audits.
/3-5 weeks/
Decide
/
04
Make Decisions with Confidence
Strategic Insights:
Identify top expenses and opportunities for growth.
Forecast Scenarios:
Model the impact of future decisions (e.g., hiring).
/ Immediate
Decide
/
04
Make Decisions with Confidence
Strategic Insights:
Identify top expenses and opportunities for growth.
Forecast Scenarios:
Model the impact of future decisions (e.g., hiring).
/ Immediate
Decide
/
04
Make Decisions with Confidence
Strategic Insights:
Identify top expenses and opportunities for growth.
Forecast Scenarios:
Model the impact of future decisions (e.g., hiring).
/3-5 weeks/
99.9%
Percent
AI Data Accuracy
99.9%
Percent
AI Data Accuracy
99.9%
Percent
AI Data Accuracy
10x
Years
Faster Month-End Close
10x
Years
Faster Month-End Close
10x
Years
Faster Month-End Close
Trusted by Leaders
Transforming finance teams like yours
* Take theirs
5.0
/ 5
As a founder, I need a clear financial picture 24/7. This platform gives me a real-time P&L and detects anomalies before they become problems. I can't recommend it enough.
Emily T.
5
/ 5
The AI-powered expense management is a lifesaver. Our team just snaps a photo of a receipt, and it's automatically categorized and checked against policy. It's saved our finance team countless hours.
David L.
5.0
/ 5
I've used every major accounting platform. This is the first I've seen where the AI reconciliation *actually works*. The accuracy is incredible, and the interface is clean. Our team loves using it.
Michelle B.
5.0
/ 5
As a founder, I need a clear financial picture 24/7. This platform gives me a real-time P&L and detects anomalies before they become problems. I can't recommend it enough.
Emily T.
5
/ 5
The AI-powered expense management is a lifesaver. Our team just snaps a photo of a receipt, and it's automatically categorized and checked against policy. It's saved our finance team countless hours.
David L.
5.0
/ 5
I've used every major accounting platform. This is the first I've seen where the AI reconciliation *actually works*. The accuracy is incredible, and the interface is clean. Our team loves using it.
Michelle B.
5.0
/ 5
As a founder, I need a clear financial picture 24/7. This platform gives me a real-time P&L and detects anomalies before they become problems. I can't recommend it enough.
Emily T.
5
/ 5
The AI-powered expense management is a lifesaver. Our team just snaps a photo of a receipt, and it's automatically categorized and checked against policy. It's saved our finance team countless hours.
David L.
5.0
/ 5
I've used every major accounting platform. This is the first I've seen where the AI reconciliation *actually works*. The accuracy is incredible, and the interface is clean. Our team loves using it.
Michelle B.
FAQ
Your Questions, Answered
Your Questions, Answered
01/
How secure is my financial data?
Security is our top priority. We use bank-level encryption (AES-256), two-factor authentication, and are SOC 2 compliant to ensure your data is always protected and confidential.
02/
How does findVisors work with my current process?
Yes. We have native integrations with major platforms like QuickBooks, Xero, Stripe, and NetSuite. We also have a robust API for any custom connections you need.
03/
Is this complicated to set up?
While traditional onboarding often takes up to 30 days, we've specifically designed our process to be rapid and efficient. Most clients connect their accounts and are fully operational in under an hour, guided by a dedicated support specialist.
04/
How do you handle revisions and feedback?
We believe feedback is essential for a successful outcome. We use a structured process, typically including a set number of revision rounds, to refine the work based on your input. Communication is continuous; we are available to address questions and ensure the final delivery perfectly aligns with your vision.
05/
How is this different from traditional accounting firm?
This is not just software; it's an AI-powered platform designed to automate your staff's manual tasks. Traditional software just records the past. Our AI platform understands the present in real-time and predicts the future. It completely automates the manual work (like data entry and reconciliation) that other programs still make you do.
01/
How secure is my financial data?
Security is our top priority. We use bank-level encryption (AES-256), two-factor authentication, and are SOC 2 compliant to ensure your data is always protected and confidential.
02/
How does findVisors work with my current process?
Yes. We have native integrations with major platforms like QuickBooks, Xero, Stripe, and NetSuite. We also have a robust API for any custom connections you need.
03/
Is this complicated to set up?
While traditional onboarding often takes up to 30 days, we've specifically designed our process to be rapid and efficient. Most clients connect their accounts and are fully operational in under an hour, guided by a dedicated support specialist.
04/
How do you handle revisions and feedback?
We believe feedback is essential for a successful outcome. We use a structured process, typically including a set number of revision rounds, to refine the work based on your input. Communication is continuous; we are available to address questions and ensure the final delivery perfectly aligns with your vision.
05/
How is this different from traditional accounting firm?
This is not just software; it's an AI-powered platform designed to automate your staff's manual tasks. Traditional software just records the past. Our AI platform understands the present in real-time and predicts the future. It completely automates the manual work (like data entry and reconciliation) that other programs still make you do.
01/
How secure is my financial data?
Security is our top priority. We use bank-level encryption (AES-256), two-factor authentication, and are SOC 2 compliant to ensure your data is always protected and confidential.
02/
How does findVisors work with my current process?
Yes. We have native integrations with major platforms like QuickBooks, Xero, Stripe, and NetSuite. We also have a robust API for any custom connections you need.
03/
Is this complicated to set up?
While traditional onboarding often takes up to 30 days, we've specifically designed our process to be rapid and efficient. Most clients connect their accounts and are fully operational in under an hour, guided by a dedicated support specialist.
04/
How do you handle revisions and feedback?
We believe feedback is essential for a successful outcome. We use a structured process, typically including a set number of revision rounds, to refine the work based on your input. Communication is continuous; we are available to address questions and ensure the final delivery perfectly aligns with your vision.
05/
How is this different from traditional accounting firm?
This is not just software; it's an AI-powered platform designed to automate your staff's manual tasks. Traditional software just records the past. Our AI platform understands the present in real-time and predicts the future. It completely automates the manual work (like data entry and reconciliation) that other programs still make you do.
Pricing
Scalable accounting and finance solutions for every stage of your business.
Scalable accounting and finance solutions for every stage of your business.
Solo Business Owner Accounting-Packages
Essentials — $150/mo
Growth — $250/mo
Pro — $350/mo
A simple, reliable monthly bookkeeping package designed for independents and early-stage solo businesses.
Small-Business
Controller Services
Controller Light — $2,000/mo
Controller Plus — $3,500/mo
Fractional CFO — $6,000/mo
Key Benefits: Visibility, reliable financials,
data-driven decisions.
Ken So
Ken So
Ken So
Feature description.
Feature description.
Jordan Clark
Jordan Clark
Jordan Clark
Finance leader and founder with a proven record of helping healthcare and locum tenens organizations achieve greater financial clarity and growth. With years of experience in strategic planning, forecasting, and performance analysis, Jordan blends deep industry insight with AI-driven tools to simplify complex financial challenges and deliver smarter, faster results for clients.
Finance leader and founder with a proven record of helping healthcare and locum tenens organizations achieve greater financial clarity and growth. With years of experience in strategic planning, forecasting, and performance analysis, Jordan blends deep industry insight with AI-driven tools to simplify complex financial challenges and deliver smarter, faster results for clients.